The Evolution of Planning with Entrepreneurs – What’s Next?

Through-out our teaching courses we often get asked “but how is it really done and what do you say?”  With Shelley’s help, the Fellows of the Southern California Institute have boiled down the essence of successful conversations and what is behind them.  Join us for an informative and interactive day with Joe and Steve as they guide conversations on six specific subjects to help you attract, engage, and work with affluent families and business owners.

EXPECTATION MARKETING – setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings

THE COMPELLING MESSAGE – attracting and engaging through your Benefit & Process

CURIOSITY – the key to client understanding, comfort, and planning

THE POWER OF PARABLES – being vulnerable to help others see

CLIENT FACILITATION – listening, restating, understanding, and guiding toward their Summary to Action

CLIENT PARTNERING – applying “what’s behind it counseling” and rapport for deeper commitments

(Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the presentations.)

Presented by Joseph J. Strazzeri, Esq.